James Devico
Mountain Pass Planning · Hopewell Junction, New York
James Devico is a fee-only financial advisor at Mountain Pass Planning in Hopewell Junction, New York. James charges a flat fee or retainer, hourly fees, a percentage of assets and an ongoing planning fee (ongoing planning from $5,100 a year and $300 an hour) and focuses on flat-fee planning and retirement planning.
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Specialties
Facts
| Firm | Mountain Pass Planning |
|---|---|
| Based in | Hopewell Junction, New York |
| Fee model | Flat fee or retainer · Hourly · Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $5,100 a year · $300 an hour · 1.25% a year on the first tier of assets managed |
| Assets under management | $74.9M across 244 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5405659 |
| Exams passed | Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mountainpassplanning.com |
| Profile |
How James's firm compares
- Ongoing planning starts at $5,100 a year, above the New York median of $3,600 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the New York median of $300 for fee-only firms that publish prices.
- Mountain Pass Planning's average account is about $307,000, from its Form ADV (assets managed divided by 244 accounts).
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Questions about James
Is James Devico a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Mountain Pass Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James charges a flat fee or retainer, hourly fees, a percentage of assets and an ongoing planning fee.
How much does James charge?
According to Mountain Pass Planning's website, checked October 30, 2026: ongoing planning from $5,100 a year; $300 an hour; 1.25% a year on the first tier of assets managed.
Where is James Devico based?
James Devico is based in Hopewell Junction, New York.
What does James specialize in?
James's specialties include flat-fee planning and retirement planning.
Is James Devico registered with the SEC?
Yes. James Devico is registered as an investment adviser representative in NY (CRD 5405659), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mountain Pass Planning manage?
Mountain Pass Planning reports $74.9M across 244 accounts in assets under management.
How do I contact James Devico?
Through James's website, www.mountainpassplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Mountain Pass Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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